Disrupting the Financial Advisory World with Seeds

On this first episode of From the Ground Up, Zach Conway and Kelsey McKenna dive into the transformation sweeping through investment advising. We’re not just talking numbers and charts here – we’re diving into the human stories behind the portfolios, the values driving investment choices, and why a sleek, digital experience matters for financial advisors and their clients. Join us as we unpack the delicate dance between modernizing operations and keeping those ever-important client relationships thriving. We also put the spotlight on what regulators expect from us—and you—when it comes to financial advice. No jargon, no fluff; just insights on how to navigate the investment advisory landscape with heart, smarts, and compliance. Tune in, and let’s grow together.